Investors Cast Global Dragnet In Hunt For Treasury Selloff Culprit
Bonds are obviously one of the key market stories in August. Indeed, were it not
Bonds are obviously one of the key market stories in August. Indeed, were it not
Deflation is a taboo topic in China. You’re not supposed to talk about it. Especially
Moody’s is concerned about America’s banks. And Italy will be making a withdrawal from its
Saudi Aramco’s quarterly profit tumbled 38% in Q2, results released on Monday showed. Net income
Is it time to bet on commodities again? Already riding a huge run-up from the
It’s fair to suggest a sense of fatalism has set in among investors regarding the
Data due this week will show core inflation in the US ran at two and
The Chinese recovery narrative, easily among the worst macro calls of 2023 so far, was
Rally skeptics abound as the second half of what already counts as another extraordinary year
If you take anything away from this week’s market developments, let it be this: Central
Assuming no US default — and as discussed in the weekly+, you pretty much have
Why was last year’s historic 60/40 drawdown so shocking to so many investors, professional, amateur
The Chinese economy expanded 4.5% during the first quarter, according to what I’ll generously call
Kevin McCarthy doesn’t want Joe Biden to “bumble” into a technical US default. That’s according
Like most people who harbor generalized doubts about humanity, not much surprises me. I often
JPMorgan kicked off big bank earnings with a very solid set of results, particularly under
Jamie Dimon and the modest bank he runs have a new corporate purpose. JPMorgan will
Price gouging! That’s the culprit for high inflation. I like it as a thesis. I
We may be living through the early stages of a “historically unique period.” In the
If it’s deficit and debt doomsaying you’re after, I’m not your guy. Regular readers are
X-Files references were pervasive on Monday. “If the truth is out there, it certainly is
Although US equities were off to a roaring start in 2023, it was apparent during
July 13, 2024 The world’s largest economy just turned a corner. The latest CPI
“COVID zero” was expensive. China notched a record deficit of almost CNY9 trillion in 2022,
“A politically disruptive standoff is likely later this year,” Goldman’s David Kostin said, citing the
“Soft landing” or “hard landing”? The plane metaphors are a bit grating by now. As
A running joke during the four-decade bond bull market was analysts’ penchant for suggesting yields
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